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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.32M
3
+$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.66M

Top Sells

1
+$2.23M
2
+$2.17M
3
+$1.64M
4
LLY icon
Eli Lilly
LLY
+$1.57M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-212
427
– –
-70
428
– –
-30
429
$0 ﹤0.01%
8
-40
430
– –
-75
431
– –
-70
432
– –
-30
433
– –
-17
434
– –
0
435
– –
-3,637
436
– –
-206
437
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0
438
– –
-35,221
439
$0 ﹤0.01%
100
-100
440
– –
-1,724
441
– –
-106
442
$0 ﹤0.01%
24
443
– –
-13
444
– –
-27
445
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-49
446
– –
-20
447
– –
-1,005
448
– –
-519,780
14 15 16 17
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